Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $29B
1-Year Est. Return 26.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.9B
AUM Growth
+$809M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,628
New
Increased
Reduced
Closed

Top Buys

1 +$66.7M
2 +$61.2M
3 +$21.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$20.9M
5
MSFT icon
Microsoft
MSFT
+$18.7M

Top Sells

1 +$57.7M
2 +$21.6M
3 +$18.8M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
STZ icon
Constellation Brands
STZ
+$12.2M

Sector Composition

1 Financials 25.55%
2 Technology 13.95%
3 Healthcare 13.87%
4 Consumer Discretionary 8.08%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$5K ﹤0.01%
470
2502
$5K ﹤0.01%
448
2503
$5K ﹤0.01%
453
2504
$5K ﹤0.01%
325
2505
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493
2506
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554
2507
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371
2508
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1,330
2509
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239
2510
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553
2511
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363
2512
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327
2513
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818
2514
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309
2515
$4K ﹤0.01%
537
2516
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396
2517
0
2518
$4K ﹤0.01%
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2519
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447
2520
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2521
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2522
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675
2523
$4K ﹤0.01%
451
2524
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16
2525
$4K ﹤0.01%
417